An American Financier’s No Good, Very Bad British Adventure
Hedge-fund manager Boaz Weinstein isn’t backing down in his uphill battle against the $300 billion U.K. investment-trust ...
Morgan Stanley Has a Narrow Moat
Morgan Stanley has built a more stable business model, and its shift to wealth management from investment banking will continue to be a main part of the company’s story over the long term. Investment ...
Ameriprise Financial: Strong Asset Growth and Client Cash Revenue Expected Ahead; Valuation Intact
The company’s diversification across wealth management, asset management, and insurance muddies the company’s financials, and investors might discount the company’s valuation because of this.
Zeplyn Welcomes Former Merrill Lynch and LPL Executive Kabir Sethi to Its Board
Zeplyn, the AI assistant for financial advisors, today announced that Kabir Sethi, former Chief Product Officer of LPL Financial and a senior technology executive at Merrill Lynch, has joined the ...
BofA Doubles Banking Team in Switzerland Amid Shifting Regulatory Landscape
Switzerland has pledged to put in place stricter banking rules since the 2023 collapse of Credit Suisse, which was then taken ...
Astoria’s John Davi: Why the Market Is Headed for a ‘Big, Fat Correction’
The next-generation portfolio advisor is a fan of diversified investing, which means he’s no fan of the Magnificent ...
A $6 Billion Merrill Wealth Manager Urges A Slow And Simple Approach
At this NYC advisory, preserving wealth takes precedence over hitting home runs. Firm: Merrill Private Wealth Management ...
Never Thought The Quality Of Coca-Cola's Earnings Was All That Good
Consensus estimates expect Coke to print $0.52 in EPS, $10.68 billion in revenue and $2.67 billion in operating income, for ...
Tech stocks face an enormous task to satisfy investors
Big Tech Magnificent 7 CEOs Elon Musk, Sam Altman, Satya Nadella, Tim Cook, Jensen Huang, Sundar Pichai, Andy Jassy. Big tech ...